Top 13 FSC Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.63% | 1.0K | $661K | -90.92%(-10.18K) | $469.37(+58.15%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 11.98% | 36.2K | $628K | +252.98%(+25.97K) | $14.74(+26.89%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 10.4% | 9.1K | $545K | -90.87%(-90.76K) | $59.39(+0.79%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 9.55% | 6.8K | $500K | -82.33%(-31.89K) | $71.98(+1.02%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 8.26% | 4.7K | $433K | -92.20%(-55.89K) | $74.01(+43.28%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 8.15% | 5.2K | $427K | -84.54%(-28.32K) | $66.77(+31.19%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 7.92% | 2.9K | $415K | -84.54%(-15.65K) | $124.04(+25.08%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 7.52% | 1.1K | $394K | -84.72%(-5.94K) | $59.81(+48.33%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 7.46% | 4.3K | $391K | -92.85%(-55.35K) | $91.55(-0.06%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.29% | 905 | $224K | -86.62%(-5.86K) | $209.03(+35.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.80% | +21.81% |
| Top 20 Holdings Unweighted | +9.62% | +31.74% |
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